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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,565 | $44,850-0.6% | $60,547-26.4% | $59,633-25.3% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | 0.27% | 1074.14%-1073.9pp | 335.64%-335.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $973 | $1,462-33.5% | $2,419-59.8% | $2,203-55.8% |
| Participant deferral / active EE | $1,516 | $2,230-32.0% | $3,328-54.4% | $3,192-52.5% |
| Admin fee / account holder | $3,942 | $3,635+8.4% | $4,536-13.1% | $4,297-8.3% |